+70.3%
BTI vs ARMK
+138.5%
-68.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.0% |
| 7D | -2.0% | -0.9% | -1.1% | -1.8% |
| 30D | -3.4% | -5.9% | +2.5% | -2.4% |
| 3M | -9.0% | +6.7% | -15.7% | -10.1% |
| 6M | -5.0% | +42.5% | -47.6% | -10.7% |
| YTD | -0.3% | +55.1% | -55.5% | -7.8% |
| 1Y | +3.1% | +50.3% | -47.2% | -4.2% |
| 3Y | +111.0% | +122.2% | -11.2% | +80.6% |
| 5Y | +117.0% | +155.2% | -38.1% | +78.8% |
| All | +70.3% | +138.5% | -68.3% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARMK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling